UBS AM

UBS AM Portfolio holdings

AUM $461B
1-Year Est. Return 27.37%
 

UBS Asset Management (UBS AM), a division of UBS Group AG with origins tied to the bank’s founding in 1862, is headquartered in Zurich, Switzerland, and manages hundreds of billions in assets for institutional, intermediary, and wealth management clients globally. Specializing in a broad range of investment strategies—including equities, fixed income, multi-asset, alternatives, and sustainable investing—UBS AM leverages the firm’s extensive research capabilities and global network to deliver tailored solutions. Known for its focus on risk management and innovation, it offers products like ETFs, index funds, and private market investments, catering to diverse needs from pension funds to high-net-worth individuals. As part of UBS’s broader ecosystem, UBS AM combines Swiss precision with a commitment to ESG principles, solidifying its position as a leader in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,652
New
Increased
Reduced
Closed

Top Buys

1 +$583M
2 +$476M
3 +$320M
4
AMZN icon
Amazon
AMZN
+$309M
5
PG icon
Procter & Gamble
PG
+$296M

Top Sells

1 +$510M
2 +$430M
3 +$333M
4
INTC icon
Intel
INTC
+$281M
5
SPLK
Splunk Inc
SPLK
+$172M

Sector Composition

1 Technology 31.23%
2 Healthcare 12.65%
3 Consumer Discretionary 11.43%
4 Financials 11.23%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$869K ﹤0.01%
22,385
2052
$867K ﹤0.01%
35,987
+4,416
2053
$866K ﹤0.01%
61,403
+7,744
2054
$866K ﹤0.01%
27,122
+2,745
2055
$865K ﹤0.01%
52,180
2056
$864K ﹤0.01%
133,986
-1,574
2057
$862K ﹤0.01%
60,433
-646
2058
$861K ﹤0.01%
146,160
+10,052
2059
$860K ﹤0.01%
98,308
+7,408
2060
$857K ﹤0.01%
15,536
2061
$855K ﹤0.01%
82,502
+7,811
2062
$855K ﹤0.01%
96,122
-9,934
2063
$854K ﹤0.01%
262,814
-21,864
2064
$849K ﹤0.01%
124,299
+47,678
2065
$847K ﹤0.01%
8,218
2066
$846K ﹤0.01%
187,197
+20,569
2067
$846K ﹤0.01%
69,667
-5,061
2068
$845K ﹤0.01%
56,760
-702
2069
$839K ﹤0.01%
171,292
2070
$839K ﹤0.01%
16,901
+2,898
2071
$838K ﹤0.01%
38,961
2072
$837K ﹤0.01%
62,011
+15,473
2073
$834K ﹤0.01%
32,100
2074
$831K ﹤0.01%
393,846
2075
$830K ﹤0.01%
93,289
+10,176